THE BISCONTI FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE BISCONTI FAMILY FOUNDATION (EIN 47-2356889)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349103306
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:41:26-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472356889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bisconti Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BISC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN BISCONTI | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520173195000026 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 70AA59F2BE43B178611149847D763A183DD9022D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,990,796 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,985,884 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,040 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,040 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $210,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,580,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,537,461 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $295,782 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $260,126 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,510,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,815,827 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $36,861 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,748 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,357 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,966 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $684,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $684,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $782,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $708,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,727,784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,779,079 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $264,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,987,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,987,632 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $1,985,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,982,664 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,960,827 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,979,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,020,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,225,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,953,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,990,796 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,225,370 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,953,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,225,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,953,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,225,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,953,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,225,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,727,784 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,953,154 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,953,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $5,580,405 | $3,003,874 | $2,576,531 | $2,576,531 |
| Sec 751 Gain on Sale of Ptshp Reclass | -$39,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,537,461 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $431,542 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,240,440 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082348 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $2,580,084 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.082348 | TotalDistributionRt |
| Average Distribution | 0.041174 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,377,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $303,769 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,791 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $331,560 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $708,742 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $27,791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,791 | SubtotalAmt |
| Tax Based On Investment Income | $27,791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,846 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $38,846 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,055 | OverpaymentAmt |
| Applied To ES Tax | $11,055 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ben Bisconti | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Treas | 1.0 | $0 | $0 | $0 |
| Dana Bisconti | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,952,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,537,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,490,047 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,490,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,377,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $368,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $368,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,791 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,679 | IncomeTaxAmt |
| Total Tax | $32,470 | TotalTaxAmt |
| Distributable Before Adj | $336,415 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $336,415 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $336,415 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $708,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $708,742 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $27,791 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $680,951 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $336,415 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $168,199 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $168,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $708,742 | QualifyingDistributionsAmt |
| Applied To Current Year | $336,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $372,327 | RemainingDistriFromCorpusAmt |
| Total Corpus | $540,526 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $540,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $168,199 | ExcessFromYear1Amt |
| Excess From Current Year | $372,327 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ben Bisconti | ContributingManagerNm |
| Contributing Manager | Dana Bisconti | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BASIC FUND | |||||||
| 1301 CLAY ST 70450 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $72,000 |
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $40,000 |
| CAL AQUATICS LEGENDS | |||||||
| 2180 SAND HILL RD | MENLO PARK | CA | 94025 | N/A | PC | Pool construction Project | $100,000 |
| COLLEGE TRACK | |||||||
| 112 LINDEN ST | OAKLAND | CA | 94607 | N/A | PC | General & Unrestricted | $50,000 |
| COMMON SENSE MEDIA | |||||||
| 650 TOWNSEND ST STE 435 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $5,000 |
| EAST PALO ALTO TENNIS AND TUTORING | |||||||
| 641 CAMPUS DR | STANFORD | CA | 94305 | N/A | PC | Project Rally | $20,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $57,000 |
| ELLIS MARSALIS CENTER FOR MUSIC INC | |||||||
| 1901 BARTHOLOMEW ST | NEW ORLEANS | LA | 70117 | N/A | PC | General & Unrestricted | $15,000 |
| HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST 4TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | College Financial Aid Fund | $25,000 |
| JDRF INTERNATIONAL | |||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $5,000 |
| KIPP BAY AREA SCHOOLS | |||||||
| 1404 FRANKLIN ST STE 500 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $5,000 |
| MENLO SCHOOL | |||||||
| 50 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | PC | General & Unrestricted | $35,000 |
| MENLO SCHOOL | |||||||
| 50 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | PC | Fund-a-Need Program | $10,000 |
| MENLO SCHOOL | |||||||
| 50 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | PC | Annual Fund Campaign | $25,000 |
| MENLO SCHOOL | |||||||
| 50 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | PC | Menlo 100 Campaign | $100,000 |
| MILLBROOK SCHOOL | |||||||
| 131 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | N/A | PC | General & Unrestricted | $25,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE - HARVARD | |||||||
| 13 APPIAN WAY | CAMBRIDGE | MA | 02138 | N/A | PC | Deans Leadership Council Fund | $20,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE | |||||||
| 201 SPROUL HALL 1960 | BERKELEY | CA | 94720 | N/A | PC | Athletics, specifically Men's Aquatics Program | $5,000 |
| THE UCLA FOUNDATION - ANDERSON PRICE CENTER | |||||||
| 10920 WILSHIRE BLVD 11TH FL | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $5,000 |
| THE UCLA FOUNDATION - ANDERSON PRICE CENTER | |||||||
| 10920 WILSHIRE BLVD 11TH FL | LOS ANGELES | CA | 90024 | N/A | PC | Price Center's Annual Speaker Series | $10,000 |
| UASPIRE INC | |||||||
| 1904 FRANKLIN ST STE 250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $50,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 2080 ADDISON ST 4200 | BERKELEY | CA | 94720 | N/A | PC | Football ESP Program | $5,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $684,385 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,040 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $210,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$3,414 | 14 | $260,126 |
| Sec 751 Gain on Sale of Ptshp | 525990 | $39,070 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $35,656 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $488,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $524,251 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Bisconti Ben | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 Almendral Avenue | AddressLine1Txt |
| City | ATherton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,985,884 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | F5 NETWORKS, INC FFIV, 13700 sh. | NoncashPropertyDesc |
| Fair Market Value | $1,985,884 | FairMarketValueAmt |
| Received | 2016-12-28 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | F5 NETWORKS, INC | StockNm |
| EOY Book Value | $1,985,884 | EOYBookValueAmt |
| EOYFMV | $1,982,664 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BROOKFIELD INFRASTRUCTURE PART | CategoryOrItemTxt |
| Book Value | $3,979,638 | BookValueAmt |
| EOYFMV | $5,020,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $24,332 | $24,332 | |
| Bank Charges | $10 | $10 | |
| K-1 Exp BROOKFIELD INFRASTRUCT | $36,738 | $36,738 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROOKFIELD INFRASTRUCTURE PARTNERS LP | $260,166 | $260,166 |
| K-1 Inc/Loss CNX COAL RESOURCES LP | -$3,454 | -$40 |
| Sec 751 Gain on Sale CNX COAL RESOURCES LP | $39,070 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $31,200 |
| 990-PF Extension for 2015 | $5,661 |
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